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Freelance Financial Advisor Jobs (NOW HIRING)

Interact Boulder

You understand that strong resourcing is both a human system and a financial lever --and you ... Build and maintain a strong, reliable freelance bench * Oversee onboarding, contracts, and ongoing ...

Interact Boulder

Creative Services Director

Austin, TX · On-site

You understand that strong resourcing is both a human system and a financial lever --and you ... Build and maintain a strong, reliable freelance bench * Oversee onboarding, contracts, and ongoing ...

Toloka

Advise customers on best practices in data collection, data quality, evaluation, and model training ... financial efficiency. * Monitor key KPIs (e.g. throughput, quality metrics, Gross Margin ...

Beech Valley Solutions

Remote Tax Senior - Contract

$65 - $75/hr

... freelance consulting opportunities. We've curated a network of cutting-edge clients embracing the ... We seek qualified accounting and finance professionals to connect with clients needing your ...

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Freelance Financial Advisor information

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$36K

$102.1K

$144K

How much do freelance financial advisor jobs pay per year?

As of Sep 13, 2026, the average yearly pay for freelance financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What is a freelance financial advisor?

A Freelance Financial Advisor is a self-employed professional who provides financial guidance to clients on investments, retirement planning, budgeting, and wealth management. Unlike advisors working for firms, freelancers operate independently, setting their own fees and schedules. They may work with individuals or businesses, offering tailored financial strategies. This role requires strong financial knowledge, certifications (such as CFP or CFA), and the ability to build client relationships. Freelance advisors must also handle their own marketing, compliance, and administrative tasks.

What are the key skills and qualifications needed to thrive as a freelance financial advisor?

To thrive as a Freelance Financial Advisor, you need a solid understanding of financial planning, investment strategies, and risk management, often supported by a relevant degree and certifications such as CFP or CFA. Familiarity with financial planning software, portfolio management tools, and compliance systems is typically required in this role. Excellent interpersonal skills, self-motivation, and strong networking abilities help build and maintain a client base. These competencies are essential for establishing client trust, delivering tailored advice, and running a successful independent practice.

What are some common challenges faced by freelance financial advisors?

Freelance Financial Advisors often face the challenges of building and maintaining a steady client base, managing their own business operations, and staying up-to-date with changing financial regulations. Unlike in a traditional firm setting, freelancers must handle marketing, client acquisition, and administrative tasks independently. Developing strong self-discipline and time management strategies is crucial, as the role may involve balancing multiple client portfolios and deadlines. However, overcoming these challenges can lead to greater autonomy, flexible working hours, and the ability to shape your own career growth.

How much do freelance financial advisors make?

Freelance financial advisors typically earn between $50,000 and $150,000 annually, depending on experience, client base, and the scope of services offered. Income can vary widely based on factors such as certifications, reputation, and the number of clients served, with many working independently or through consulting firms.
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Freelance Financial Advisor jobs near you
Infographic showing various Freelance Financial Advisor job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Senior Staff Accountant

Manhattan, NY • On-site

Publicis Groupe Holdings B.V
Advertising and Public Relations Services • 10K+ employees
Learn more about Publicis Groupe Holdings B.Vexternal

$73K - $116K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 8 days ago

Publicis Groupe rating

6.1

Company rating: 6.1 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Company Description
Publicis Media Exchange (PMX) is the global media platform for Publicis Groupe [Euronext Paris FR0000130577, CAC 40]. PMX is an omnichannel activation powerhouse that drives smart application of investment through leveraging scale, marketplace innovation, deeper partnerships and intelligence. PMX is at the forefront of the converging marketplace executing data-informed, tech-enabled media to help marketers connect with consumers in a measurable way.
Overview
We are hiring an analytical Senior Accountant for Finance to help with accounting, reporting, and compliance for several brands. This role serves as a key financial advisor to the finance team. Candidate must be open to a dynamic environment and will require the ability to dive into the details while also managing from the top. The ideal candidate will bring 3+ years of finance and accounting experience, preferably within the media or advertising industry.
You will report to the Controller, Finance.
Responsibilities
  • Month-end close: Assist the Controller to help drive the month-end close process for multiple entities within Publicis Media US on the revenue and expense side. Including, but not limited to managing/updating PL and revenue templates to help determine accruals, reclassifications and other adjustments needed to finalize and report on month-end results flash and actual.
  • Balance Sheet reconciliations/Internal controls: preparation of balance sheet reconciliations for multiple entities. Prepare and assist Controller in analyzing Publicis Media balances by segment.
  • Revenue recognition: Understand key revenue recognition principles such as signed contract, timing of revenue and project cost recognition per agency schedules/trackers and client contracts. Revenue accruals and deferrals needed in line with matching principle. Help to finalize and report net revenue numbers.
  • Communication: Always actively collaborating with agency revenue and other leads to ensuring key information/guidance relating to billing, revenue and expenses is received timely.
  • Corporate Sustainability Reporting: Work with HR to collect and submit quarterly CSR reporting.
  • Excel: Intermediate abilities that includes knowledge of pivot tables, sum/ifs, count, lookup, text modification and other elementary formulas and managing large data sets and ability to manage various files containing financial information to draw financial insights and conclusions.
  • Company policies and procedures: Overtime become familiar with Publicis Groupe Janus I and II Guiding Accounting, ethics and operational policies.
  • Billing: Ensure timely billing in accordance with client SOWs and as directed by agency revenue leads.
  • SSC Resource oversight: Ensure SSC offshore accounting resource is timely and accurate in terms of job, PO, vendor and client creations.

Qualifications
  • Education: BS/BA in Accounting, Finance, Economics or Business Administration preferred.
  • Desire work experience: 2-3 years prior experience in a prior accounting/finance position where individual was involved in month-end close and reporting.
  • Strong Excel skills (pivot tables, lookups, sumifs)
  • Experience with financial systems (preferably with HFM and SAP)
  • Shown proficiency in juggling multiple tasks in a fast-paced work environment
  • Excellent analytical, organizational, and communication skills
  • Experience in media, advertising or marketing is a plus

Additional Information
Our Publicis Groupe motto "Viva La Différence" means we're better together, and we believe that our differences make us stronger. It means we honor and celebrate all identities, across all facets of intersectionality, and it underpins all that we do as an organization. We are focused on fostering belonging and creating equitable & inclusive experiences for all talent.
Publicis Groupe provides robust and inclusive benefit programs and policies to support the evolving and diverse needs of our talent and enable every person to grow and thrive. Our benefits package includes medical coverage, dental, vision, disability, 401K, as well as parental and family care leave, family forming assistance, tuition reimbursement, and flexible time off.
If you require accommodation or assistance with the application or onboarding process specifically, please contact USMSTACompliance@publicis.com. All your information will be kept confidential according to EEO guidelines.
Compensation Range: $73,910.00 - $116,380.00 annually. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Temporary roles may be eligible to participate in our freelancer/temporary employee medical plan through a third-party benefits administration system once certain criteria have been met. Temporary roles may also qualify for participation in our 401(k) plan after eligibility criteria have been met. For regular roles, the Company will offer medical coverage, dental, vision, disability, 401k, and paid time off. The Company anticipates the application deadline for this job posting will be 11/21/2025.
#LI-JJ1
Compensation Range: USD $0.00 - USD $0.00/Annually. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Temporary roles may be eligible to participate in our freelancer/temporary employee medical plan through a third-party benefits administration system once certain criteria have been met. For regular roles, the Company will offer medical coverage, dental, vision, disability, 401k, and paid time off. The Company anticipates the application deadline for this job posting will be 12/1/2025.

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